Monitor Action Plan Actions

Use the Monitor Action Plan Actions scheduled process to initiate Action Plans as well as evaluate and update the Status and Due Dates of actions within Action Plans.

An agent can add one or more Action Plans to Oracle CX Sales and Fusion Service objects and each Action Plan can have a list of actions to be performed by the agent or other Oracle CX Sales and Fusion Service users.

  • On Initialization of an Action Plan, the process starts all initial actions in the plan and calculates the projected dates for the Action Plan and all actions in the plan.

  • As actions in the plan are performed by users, the status of the Action Plan and the status of actions in the plan are updated.

  • If an action requires an object be created (such as a new Service Request), the process creates the object for that step in the Action Plan.

  • If an action is added or deleted from a plan, the process updates the plan's projected dates.

  • In all of these scenarios, the process also executes all related Attribute Mappings.

When to Use

This process must be executed when objects (such as Service Requests) have related Action Plans.

  • This process doesn't have any prerequisite processes.

  • This process is used to initiate Action Plans as well as evaluate and update the status and due dates of actions within Action Plans.

  • Action Plans, as well as any associated objects, may be impacted if this process isn't executed as recommended.

Privileges Required

Verify that you have the following privilege or role:

  • Sales Administrator job role.

Before You Start

Review the following before scheduling this scheduled process:

  • Recommended Frequency: Every 15 minutes.

  • Execution Time:

    • Execution Time varies based on the complexity and number of Action Plans being evaluated.

  • Compatibility:

    • There are no dependent scheduled process that should be considered before or after running this scheduled process.

    • There are no other scheduled process, business processes, integration processes, or events that the execution of the current scheduled process triggers.

    • No potential impact on the server performance while running this scheduled process.

    • Only a single instance of this scheduled process can be executed.

    • Any business processes can't be executed in parallel with this scheduled process execution.

    • This scheduled process is incompatible with itself.

Parameters

Every time the scheduled process runs, it queries a specific number of plans to be processed. The scheduled process divides these plans into equal batches of sub requests, with each batch processed by an asynchronous sub process.

Name

Optional or Mandatory

Description

Values

Notes

SVC_AP_JOB_MAX_RECORDS

Optional

Total number of plans that the scheduled job will process.

1000

Maximum value is 1000; any value greater than 1000 is treated as 1000.

SVC_AP_JOB_THREADS

Optional

Maximum number of asynchronous sub processes in which all plans will be equally divided.

1 to 10

None.

SVC_AP_JOB_BATCH_SIZE

Optional

Minimum number of plans for each sub process.

greater than 20

No maximum value; any value less than 20 is treated as 20.

Troubleshooting Information

Use this information to troubleshoot the scheduled process.

  • On the Scheduled Processes page, the process status changes to Succeeded on completion of the job.

  • If the scheduled process didn't run successfully, on the Scheduled Processes page, the process status changes to Error and the scheduled process restarts automatically. If the error status persists, an administrator should contact Oracle Support.

  • This scheduled process can be restarted after a failure, but it's recommended that an administrator investigate the issue causing the failure.